Stephen C. Detweiler, CFP®
Investment Advisor Representative
B.A. Mathematics, California State University, Fresno 2009
With a background in mathematics, Stephen’s analytical mind and ability to grasp and apply complex data continues to be an invaluable asset to Whelan Financial. Our clients are drawn to Stephen. His unfaltering dedication and ability to pare down complex topics into clear and concise bits of information demonstrate both heart and mental fortitude. Stephen’s abilities have earned him respect from both clients and peers alike.
When Stephen is not meeting with his own clients, he oversees day-to-day trading operations and is integral in providing research in the areas of investment and financial planning. Stephen’s exceptional work ethic is matched only by his efforts to provide clients with the advice they need to confidently move forward in their financial endeavors.